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Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO)
September 23, 2025

Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO)

Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made its Nasdaq debut, raising approximately $300 million via an IPO. The shares were priced at $14, and...

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Illustration showing icons of real estate, cryptocurrency, and private equity inside a glowing shield, with a yellow caution band below.
September 17, 2025

The Ultimate Guide to Self-Directed IRAs: Risks, Rules, and Opportunities for Investors

When most people hear "IRA," they think of plain-vanilla investments: mutual funds, ETFs,...

Stylized Bitcoin coin over navy backdrop representing digital assets and blockchain finance.
September 10, 2025

The 2025 Investor's Guide to Digital Assets: Investing, Taxes & Strategy

A 2025 field guide to digital assets—covering investing, taxes, and planning strategies for...

Minimal illustration of a high net worth investor weighing a buffered note versus a yield note, with icons for risk, taxes, and liquidity.
August 21, 2025

Understanding Structured Notes for High Net Worth Investors

Structured notes are a sophisticated alternative investment vehicle often misunderstood or...

Flat-style digital illustration of luxury sports cars and investment charts with tax forms.
August 1, 2025

Exotic Cars as Investments: Smart Strategy or $500K Fantasy?

🏁 What high-net-worth investors need to know before treating Ferraris, McLarens, and GT3s as...

Digital illustration representing stablecoins as a bridge between crypto and traditional finance
July 1, 2025

Stablecoins 101: A Wealth Strategist's Guide to Crypto's Most Useful Asset

Stablecoins Explained: How They Work and Why the Wealthy Are Paying Attention

Cryptocurrencies have...

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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